EWM
Executive Wealth Management Portfolio holdings
AUM
$1.28B
This Quarter Return
+2.23%
1 Year Return
+16.52%
3 Year Return
+18.34%
5 Year Return
+74.95%
10 Year Return
–
AUM
$545M
AUM Growth
+$545M
(-52%)
Cap. Flow
-$581M
Cap. Flow
% of AUM
-106.6%
Top 10 Holdings %
Top 10 Hldgs %
47.85%
Holding
253
New
11
Increased
67
Reduced
34
Closed
136
Top Buys
Top Sells
Sector Composition
| 1 | Technology | 12.11% |
| 2 | Financials | 6.36% |
| 3 | Communication Services | 5.21% |
| 4 | Healthcare | 3.38% |
| 5 | Real Estate | 1.94% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
251
Vanguard Total Stock Market ETF
VTI
$524B
| – | – |
-1,883
| Closed | -$489K |
|
252
Vanguard Short-Term Inflation-Protected Securities Index Fund
VTIP
$15.7B
| – | – |
-313,577
| Closed | -$15M |
|